Carson Wealth (CWM LLC)’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DAPR Stock Details DAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.5M	Sell	37,632 -724	-2%	-$28.6K	﹤0.01%	1332
2025 Q4	$1.51M	Sell	38,356 -7,619	-17%	-$296K	﹤0.01%	1282
2025 Q3	$1.78M	Sell	45,975 -79	-0.2%	-$3.02K	0.01%	1136
2025 Q2	$1.74M	Buy	46,054 +8,267	+22%	+$302K	0.01%	1001
2025 Q1	$1.41M	Sell	37,787 -165	-0.4%	-$6.19K	0.01%	972
2024 Q4	$1.41M	Buy	37,952 +7,664	+25%	+$283K	0.01%	923
2024 Q3	$1.1M	Buy	30,288 +154	+0.5%	+$5.5K	﹤0.01%	968
2024 Q2	$1.06M	Buy	30,134 +29,849	+10,473%	+$1.02M	0.01%	858
2024 Q1	$9K	Sell	285 -5	-2%	-$164	﹤0.01%	3384
2023 Q4	$9K	Buy	290 +285	+5,700%	+$8.88K	﹤0.01%	3232
2023 Q3	$0	Hold	5	–	–	﹤0.01%	4235
2023 Q2	$0	Hold	5	–	–	﹤0.01%	4217
2023 Q1	$0	Sell	5 -9	-64%	-$267	﹤0.01%	4099
2022 Q4	$0	Buy	+14	New	+$413	﹤0.01%	4011

Other funds holding DAPR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TLA

Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return

WTFG

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DAPR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its FT Vest US Equity Deep Buffer ETF April (DAPR) stake by 1.9% in Q1 2026, selling an estimated $28.6K and leaving 37,632 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

Carson Wealth (CWM LLC) first reported a position in DAPR in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.78M in Q3 2025. 85 funds tracked by Wall St. Rank hold DAPR as of Q1 2026.

Carson Wealth (CWM LLC) held 37,632 shares of FT Vest US Equity Deep Buffer ETF April worth $1.5M as of Q1 2026.
Carson Wealth (CWM LLC) sold 724 FT Vest US Equity Deep Buffer ETF April shares in Q1 2026, an estimated $28.6K.
FT Vest US Equity Deep Buffer ETF April made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1332 holding.
Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Deep Buffer ETF April in Q4 2022 and has held it in 14 quarters since.
Carson Wealth (CWM LLC)'s FT Vest US Equity Deep Buffer ETF April position peaked at $1.78M in Q3 2025.
85 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.